Articles
Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.
There was a bit of good news this week in the seemingly never-ending war on scammers and financial crime.
Three individuals behind an investment fraud which conned £1.2m from UK investors have been convicted and sentenced to a total of 24.5 years.
Adviser support firm and Sense network owner Adviser Services Holdings Limited (ASHL), has launched a new national advice business called LYNC Wealth Management after making two wealth manager acquisitions.
The Financial Planning Standards Board (FPSB), the global Financial Planning professional body, has launched a major update to its global Financial Planning standards to take account of evolving technology and trends in the profession.
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Ex-PFS President launches people skills training
Written by Kat MitchellFormer Personal Finance Society President Caroline Stuart has teamed up with communication professional Melissa Kidd to launch a new learning and development service focusing on people skills.
Legal and financial services provider Irwin Mitchell has acquired Leeds-based wealth manager Andrews Gwynne LLP.
FCA orders wealth manager to halt trading as arrest made
Written by Kat MitchellThe FCA has ordered Newcastle-based wealth manager WealthTek Limited Liability Partnership to cease all regulated activities following the discovery of regulatory and operational issues.
Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired Whitchurch-based IFA Kingsley Financial Management for an undisclosed sum.